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Summit Financial’s UnitedHealth UNH Stock Holding History

Summit Financial’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.4M Buy
27,417
+1,127
+4% +$418K 0.12% 156
2026
Q1 		$7.11M Buy
26,290
+5,320
+25% +$1.58M 0.09% 231
2025
Q4 		$6.92M Buy
20,970
+2,183
+12% +$740K 0.1% 191
2025
Q3 		$6.49M Buy
18,787
+2,171
+13% +$657K 0.1% 199
2025
Q2 		$5.18M Sell
16,616
-8,633
-34% -$3.3M 0.12% 157
2025
Q1 		$13.2M Buy
25,249
+520
+2% +$266K 0.37% 51
2024
Q4 		$12.5M Buy
24,729
+1,201
+5% +$682K 0.44% 40
2024
Q3 		$13.8M Sell
23,528
-1,016
-4% -$575K 0.54% 31
2024
Q2 		$12.5M Buy
24,544
+6,837
+39% +$3.35M 0.57% 26
2024
Q1 		$8.76M Sell
17,707
-2,654
-13% -$1.35M 0.52% 25
2023
Q4 		$10.7M Buy
20,361
+682
+3% +$364K 0.7% 18
2023
Q3 		$9.92M Buy
19,679
+2,013
+11% +$991K 0.73% 18
2023
Q2 		$8.49M Buy
17,666
+11,533
+188% +$5.64M 0.62% 19
2023
Q1 		$2.9M Buy
6,133
+204
+3% +$98.4K 0.25% 41
2022
Q4 		$3.14M Sell
5,929
-1,868
-24% -$990K 0.3% 39
2022
Q3 		$3.94M Buy
7,797
+1,506
+24% +$792K 0.37% 30
2022
Q2 		$3.23M Sell
6,291
-121
-2% -$60.8K 0.3% 40
2022
Q1 		$3.27M Buy
6,412
+613
+11% +$296K 0.26% 42
2021
Q4 		$2.91M Buy
5,799
+1,478
+34% +$669K 0.22% 45
2021
Q3 		$1.69M Buy
4,321
+2,067
+92% +$856K 0.14% 52
2021
Q2 		$903K Buy
+2,254
New +$899K 0.09% 55

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit Financial's UNH Position: Q2 2026 in Review

Summit Financial increased its UnitedHealth (UNH) stake by 4.3% in Q2 2026, buying an estimated $418K and bringing the position to 27,417 shares worth $11.4M. The position accounts for 0.12% of the portfolio, ranked #156.

Summit Financial first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.8M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Summit Financial held 27,417 shares of UnitedHealth worth $11.4M as of Q2 2026.
  • Summit Financial bought 1,127 UnitedHealth shares in Q2 2026, an estimated $418K.
  • UnitedHealth made up 0.12% of Summit Financial's portfolio in Q2 2026, its #156 holding.
  • Summit Financial first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's UnitedHealth position peaked at $13.8M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.